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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INS. CO. OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD, CO 80111 | Recordkeeping Fees | $25,790 |
Filed as: EMPOWER ADVISORY GROUP , LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD, CO 80111 | Investment Management | $20,337 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,694 | $65,960-83.8% | $81,882-86.9% | $77,762-86.2% |
| Participation rate | 98.2% | 65.8%+32.4pp | 72.4%+25.8pp | 70.6%+27.6pp |
| Annual return | 16.25% | 26.64%-10.4pp | 779.47%-763.2pp | 31.27%-15.0pp |
| Employer contribution / active EE | $1,808 | $2,375-23.9% | $2,916-38.0% | $2,728-33.7% |
| Participant deferral / active EE | $1,448 | $3,505-58.7% | $4,323-66.5% | $4,651-68.9% |
| Admin fee / account holder | $38 | $526-92.9% | $7,360-99.5% | $433-91.3% |